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Edwards Lifesciences

428 hedge funds and large institutions have $8.09B invested in Edwards Lifesciences in 2014 Q2 according to their latest regulatory filings, with 67 funds opening new positions, 96 increasing their positions, 177 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

49% more first-time investments, than exits

New positions opened: 67 | Existing positions closed: 45

12% more capital invested

Capital invested by funds: $7.25B → $8.09B (+$838M)

5% more funds holding

Funds holding: 409428 (+19)

9% more call options, than puts

Call options by funds: $44.5M | Put options by funds: $40.9M

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

11.23% less ownership

Funds ownership: 547.24%536.01% (-11%)

46% less repeat investments, than reductions

Existing positions increased: 96 | Existing positions reduced: 177

Holders
428
Holders Change
+19
Holders Change %
+4.65%
% of All Funds
12.3%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.14%
New
67
Increased
96
Reduced
177
Closed
45
Calls
$44.5M
Puts
$40.9M
Net Calls
+$3.57M
Net Calls Change
-$6.18M
Name Holding Trade Value Shares
Change
Change in
Stake
Commonwealth Equity Services
251
Commonwealth Equity Services
Massachusetts
$795K +$189K +13,974 +34%
BMC
252
Benin Management Corp
Connecticut
$794K -$260K -19,200 -26%
SBH
253
Segall Bryant & Hamill
Illinois
$771K +$6.1K +450 +0.8%
MAA
254
Managed Account Advisors
New Jersey
$757K -$201K -14,802 -22%
SCM
255
Stellar Capital Management
Arizona
$737K +$24K +1,770 +4%
LSERS
256
Louisiana State Employees Retirement System
Louisiana
$712K -$16.3K -1,200 -2%
PL
257
Perpetual Ltd
Australia
$708K +$204K +15,060 +44%
GA
258
Geneva Advisors
Illinois
$705K +$6.26K +462 +0.9%
MAM
259
Meeder Asset Management
Ohio
$703K +$58.2K +4,290 +10%
AA
260
ALPS Advisors
Colorado
$692K +$16.9K +1,248 +3%
Nordea Investment Management
261
Nordea Investment Management
Sweden
$691K
IGIM
262
I.G. Investment Management
Manitoba, Canada
$687K -$3.38M -249,030 -84%
AAM
263
Advisors Asset Management
Colorado
$650K -$84.6K -6,240 -12%
ARTA
264
A.R.T. Advisors
New York
$645K +$611K +45,096 New
FIM
265
Freedom Investment Management
Connecticut
$636K +$603K +44,466 New
MC
266
Menta Capital
California
$635K +$602K +44,400 New
EHWM
267
Eads & Heald Wealth Management
Georgia
$623K -$2.85K -210 -0.5%
Federated Hermes
268
Federated Hermes
Pennsylvania
$605K +$298K +21,984 +108%
ERSOT
269
Employees Retirement System of Texas
Texas
$601K -$163K -12,000 -22%
BRCM
270
Bright Rock Capital Management
Massachusetts
$601K
PAG
271
Private Advisor Group
New Jersey
$592K +$561K +41,376 New
WBC
272
Westpac Banking Corp
Australia
$570K -$8.95K -660 -2%
VAM
273
Visium Asset Management
New York
$543K -$32K -2,364 -6%
CAM
274
Capstone Asset Management
Texas
$540K -$155K -11,454 -23%
TMAM
275
Tokio Marine Asset Management
Japan
$534K

EW Hedge Fund Activity: Q2 2014 in Review

428 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in Edwards Lifesciences (EW) for Q2 2014, worth a combined $8.09B — up 12% from $7.25B a quarter earlier.

Buyers outnumbered sellers: 67 funds opened new EW positions and 45 closed out — a net gain of 22 holders — while 96 added to existing stakes and 177 trimmed.

The largest buyer was Generation Investment Management, adding an estimated $153M. The largest seller was Capital Research Global Investors, cutting an estimated $203M.

  • 428 institutional investors held Edwards Lifesciences (EW) as of Q2 2014, up from 409 in Q1 2014.
  • Funds reported $8.09B of Edwards Lifesciences stock for Q2 2014, up 12% quarter-over-quarter.
  • 67 funds opened new Edwards Lifesciences positions in Q2 2014 and 45 closed out, a net change of +22 holders.
  • The largest Edwards Lifesciences buyer in Q2 2014 was Generation Investment Management, an estimated $153M added.
  • The largest Edwards Lifesciences seller in Q2 2014 was Capital Research Global Investors, an estimated $203M sold.

Based on aggregated 13F filings for Q2 2014.